Larry is a dedicated tax professional who brings a unique perspective to clients’ business and financial affairs. In addition to providing his clients with tax and wealth management solutions, Larry is the San Francisco market leader for Baker Tilly.
- Provides comprehensive wealth management services, including investment planning, estate planning, income tax and retirement planning
- Extensive experience providing family office services to multiple generations of wealthy families
- Provides income tax planning, tax minimization, and compliance services
- FINRA Series 7 General Securities Representative
- FINRA Series 65 Uniform Investment Adviser Law Exam
- California Life Insurance License #0C73107
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- Financial Planning Association
Location
California
Education
Master of Science in taxation
Golden Gate University (San Francisco, California)
Bachelor of Science in business administration
State University of New York (Albany, New York)